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Dimensional US Targeted Value ETF

790 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 25

15% more funds holding in top 10

Funds holding in top 10: 104120 (+16)

15% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.29B)

9% more funds holding

Funds holding: 728790 (+62)

7.06% more ownership

Funds ownership: 76.05%83.11% (+7.1%)

9% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 246

Holders
790
Holders Change
+62
Holders Change %
+8.52%
% of All Funds
9.61%
Holding in Top 10
120
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.38%
% of All Funds
1.46%
New
99
Increased
269
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$7.64M +$1.01M +17,226 +16%
RK
177
Rather & Kittrell
Tennessee
$7.64M -$102K -1,747 -1%
AWM
178
Avondale Wealth Management
Texas
$7.63M +$489K +8,385 +7%
TFO
179
Timonier Family Office
North Carolina
$7.63M -$831K -14,242 -10%
OC
180
Oppenheimer & Co
New York
$7.54M +$493K +8,444 +7%
WPW
181
Watershed Private Wealth
Illinois
$7.47M +$156K +2,678 +2%
BP
182
BWM Planning
Texas
$7.39M -$55.6K -953 -0.8%
LFP
183
Lakeshore Financial Planning
Michigan
$7.33M -$49K -839 -0.7%
CSB
184
City State Bank
Iowa
$7.24M +$421K +7,218 +6%
AC
185
Annandale Capital
Texas
$7.2M +$443K +7,588 +7%
MIAS
186
Mason Investment Advisory Services
Virginia
$7.16M +$18.5K +317 +0.3%
SC
187
Schoolcraft Capital
Colorado
$7.09M +$139K +2,388 +2%
AWM
188
Ariadne Wealth Management
California
$6.84M +$58 +1 +0%
PWM
189
Parkshore Wealth Management
California
$6.64M -$68.2K -1,169 -1%
SA
190
Seneschal Advisors
Washington
$6.51M -$249K -4,271 -4%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$6.42M -$85.4K -1,464 -1%
CSW
192
Cogent Strategic Wealth
Illinois
$6.38M +$5.88M +100,734 New
QCM
193
Quantinno Capital Management
New York
$6.37M +$1.44M +24,625 +30%
FWM
194
FMB Wealth Management
California
$6.3M -$20K -343 -0.3%
VWA
195
Valued Wealth Advisors
Utah
$6.2M -$134K -2,303 -2%
NWM
196
Northwest Wealth Management
Iowa
$6.16M -$770K -13,200 -11%
KAS
197
Kestra Advisory Services
Texas
$6.16M +$142K +2,441 +2%
MHS
198
M Holdings Securities
Oregon
$6.14M +$128K +2,196 +2%
TC
199
TAGStone Capital
North Carolina
$6.13M +$215K +3,692 +4%
Stifel Financial
200
Stifel Financial
Missouri
$6.03M -$67.1K -1,150 -1%